# Retirement Wealth Advisors, LLC

> Retirement Wealth Advisors, LLC is a state-registered investment advisory firm in Cape Coral, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 13, 2024.

- CRD: 300419
- Filed as: RETIREMENT WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cape Coral, FL
- Filing period: October 2026
- Form ADV filing dated: February 13, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300419
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-wealth-advisors-llc-cape-coral-fl-300419

## Quick answers

**How is Retirement Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Retirement Wealth Advisors, LLC located?**
Retirement Wealth Advisors, LLC's principal office is in Cape Coral, FL, according to its Form ADV.

**Is Retirement Wealth Advisors, LLC registered with the SEC or a state?**
Retirement Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300419.

**How much does Retirement Wealth Advisors, LLC manage?**
Retirement Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated February 13, 2024.

**Does Retirement Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300419

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [erickearneyadvisor.com](https://erickearneyadvisor.com)
- [retirementwealthllc.com](https://retirementwealthllc.com)
- Facebook @erickearneyadvisor
- LinkedIn @retirement-wealth-advisors-llc
- YouTube @UCVw6HV_Y0bXejyOJGySRN2A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Wealth Advisors, LLC (CRD 300419): Form ADV filing data as of October 2026.